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Sigma Planning Corp’s Darden Restaurants DRI Stock Holding History

Sigma Planning Corp’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,574
Closed -$263K – 1213
2024
Q1 		$263K Buy
+1,574
New +$261K 0.01% 1015
2023
Q3 		– Sell
-1,262
Closed -$211K – 1228
2023
Q2 		$211K Sell
1,262
-103
-8% -$16.2K 0.01% 1074
2023
Q1 		$212K Buy
+1,365
New +$202K 0.01% 1156
2022
Q2 		– Sell
-1,557
Closed -$207K – 1327
2022
Q1 		$207K Buy
1,557
+63
+4% +$8.7K 0.01% 1245
2021
Q4 		$225K Sell
1,494
-483
-24% -$71.4K 0.01% 1231
2021
Q3 		$300K Sell
1,977
-32
-2% -$4.7K 0.01% 1062
2021
Q2 		$293K Buy
2,009
+291
+17% +$41K 0.01% 1099
2021
Q1 		$244K Buy
1,718
+1
+0.1% +$132 0.01% 1106
2020
Q4 		$205K Buy
+1,717
New +$184K 0.01% 1097
2019
Q4 		– Sell
-2,399
Closed -$284K – 1062
2019
Q3 		$284K Buy
2,399
+126
+6% +$15.4K 0.01% 786
2019
Q2 		$277K Buy
+2,273
New +$270K 0.01% 762

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sigma Planning Corp's DRI Position: Q2 2024 in Review

Sigma Planning Corp sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 1,574 shares — an estimated $263K sold.

Sigma Planning Corp first reported a position in DRI in Q2 2019 and held it in 11 quarters. The position peaked at $300K in Q3 2021. 900 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Sigma Planning Corp reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,574 Darden Restaurants shares in Q2 2024, an estimated $263K.
  • Sigma Planning Corp first reported a position in Darden Restaurants in Q2 2019 and held it in 11 quarters.
  • Sigma Planning Corp's Darden Restaurants position peaked at $300K in Q3 2021.
  • 900 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.